How big is Baker Boyer Bancorp's plan?

Baker Boyer Bancorp's plan reported $91.6M in assets and 181 participants for 2025.

Original filing (PDF)20260519144915NAL0001437136001

Baker Boyer Bancorp

Name: Baker Boyer Bancorp — Baker Boyer Bancorp 401(k), Form 5500 (2025)
Creator: Baker Boyer Bancorp
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Baker Boyer Bancorp's Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust held $91.6M in plan assets for 181 participants in 2025.

Signals · 1

29% in single holding

Active participants

181

Accounts w/ balance

364

Plan assets (EOY)

$91.6M

Net assets (EOY)

$91.6M

People on this filing

Jolene Riggs signed Baker Boyer Bancorp's 2025 Form 5500 as plan administrator.

Jolene Riggs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Baker Boyer Bancorp's EIN is 91-1334541.

EIN 91-1334541

Plan number 002

Plan year 2025

ACK ID 20260519144915NAL0001437136001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baker Boyer Bancorp from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baker Boyer Bancorp's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKER BOYER BANCORP.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BAKER BOYER BANCORP

EIN

all filings

Address

PO BOX 1796 · 7 W. MAIN · WALLA WALLA, WA · 99362

Phone

(509) 525-2000

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT PLAN ADMINISTRATIVESRVCSINC	16-1503696	—	NONE	$57K	—
CLARK NUBER, PS	91-1194016	—	NONE	$18K	—

Investments

29 direct securities· $87.5M(96% of reported assets)

Mutual Funds

$64.5M

20 holdings

Other securities

$21.8M

7 holdings

Common Collective Trusts

$764K

1 holding

Bonds / Notes

$420K

1 holding

					% of plan
DFA U.S. CORE EQUITY Mutual Fund	Mutual Funds	—	—	$25.3M	27.6%
DFA INTL CORE EQUITY PORTF Mutual Fund	Mutual Funds	—	—	$13.1M	14.3%
DODGE & COX INCOME FUND Mutual Fund	Mutual Funds	—	—	$11.4M	12.5%
FEDERATED HERMES TTL RETURN BD Mutual Fund	Other securities	—	—	$11.1M	12.1%
MSIF GROWTH PORTFOLIO Mutual Fund	Other securities	—	—	$5.4M	5.9%
DFA EMERGING MKTS CORE EQUITY Mutual Fund	Mutual Funds	—	—	$4.6M	5.0%
VANGUARD INT'L GROWTH Mutual Fund	Mutual Funds	—	—	$4.5M	4.9%
JP MORGAN EMG MKTS EQUITY Mutual Fund	Other securities	—	—	$3.7M	4.0%
VANGUARD TTL STK MKT INDEX Mutual Fund	Mutual Funds	—	—	$1.8M	2.0%
FEDERATED HERMES GOVT Mutual Fund	Other securities	—	—	$1.3M	1.4%
VANGUARD 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$764K	0.8%
VANGUARD EQUITY INCOME Mutual Fund	Mutual Funds	—	—	$701K	0.8%
DFA INTERNATL VALUE PORTFOLIO Mutual Fund	Mutual Funds	—	—	$641K	0.7%
VANGUARD MID-CAP INDEX Mutual Fund	Mutual Funds	—	—	$551K	0.6%
DFA EMERGING MARKETS VALUE Mutual Fund	Mutual Funds	—	—	$492K	0.5%
DFA US SM CAP PORTFOLIO Mutual Fund	Mutual Funds	—	—	$421K	0.5%
Participant loans Rates of 7.00% to 8.50% - 0 -	Bonds / Notes	—	—	$420K	0.5%
VANGUARD TTL BD MKT INDX Mutual Fund	Mutual Funds	—	—	$289K	0.3%
COLUMBIA CONTRARIAN CORE Mutual Fund	Other securities	—	—	$274K	0.3%
VANGUARD TTL INT'L BD INDX Mutual Fund	Mutual Funds	—	—	$158K	0.2%
DFA EMERGING MARKETS SM CAP Mutual Fund	Mutual Funds	—	—	$154K	0.2%
VANGUARD SMALL-CAP INDEX Mutual Fund	Mutual Funds	—	—	$119K	0.1%
COHEN & STEERS REALTY FOCUS Mutual Fund	Other securities	—	—	$101K	0.1%
VANGUARD TTL INT'L STK IND Mutual Fund	Mutual Funds	—	—	$80K	<0.1%
FIDELITY NASDAQ COMPOSITE Mutual Fund	Mutual Funds	—	—	$54K	<0.1%
DFA US LG CAP VALUE PORTFOLIO Mutual Fund	Mutual Funds	—	—	$39K	<0.1%
VANGUARD FTSE SOCIAL INDEX Mutual Fund	Mutual Funds	—	—	$31K	<0.1%
DFA INTL SM COMPANY PORTFOLIO Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
FEDERATED HERMES OPP HIYLD BND Mutual Fund	Other securities	—	—	$5K	<0.1%